Decentralization Maxi ✊️ Macro Enthusiast 📊 Team; @Omen4Omen🅾️💀 Space Host of @tagteamcrypto @UglybrosNFT🎙#BTC 🟧 $ADA 🟦 Fight For Our Future 💪
Nemonium Island
Joined February 2021
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I haven't been broadly bullish on the crypto side of things all cycle (minus a short stint of late '22 assuming we'd see a more snubbed cycle across the scope)
Now that everyone is disintegrating & imploding, it's finally my turn to be bullish from yesterday until Oct/Nov! ✊️
VivaLaCoin retweeted
A quick reminder of the beauty of circular financing.... I doubt there has ever been this level of dependence in the US market, as we're seeing among the AI companies today.
Bloomberg does a great job with this chart.
Technically, we have room for around ≈100bps worth of Fed rate hikes
W/ reinflation now an openly recognized, while in tandem, fabricated employment data still presents a "strong" labor mrkt - they *should* hike
If no hike, it's due to uncertainty/chaos of the month to come 🔍
So... organizing & protesting can actually crack the system 🤝
VivaLaCoin retweeted
A year ago today I said the 25.7% long term unemployment rate was just a warning: 1 in 4 unemployed Americans out of work 27+ weeks..
It's now 27.1%.
People aren't losing jobs faster, and they're just not finding new ones.
This is straight up what a low-hire economy looks like.
And US labor data…. it’s so not the whole picture.
Long-term unemployment is 25.7%
1 in 4 unemployed Americans have been out of work for 27+ weeks.
The last time this number breached 25%?
2009.
A full year into the recession.
Yes, that one.
Is that clear enough on why I don’t believe the 4.35% unemployment rate?
h/t @GodfatherWaym
VivaLaCoin retweeted
I had to watch this 3 times because I couldn’t believe what I was hearing. Republican Ashley Moody telling Americans they need to put their “bosses” first. Late-stage capitalism is one hell of a drug. Fuck the CEO class. We need to put the people first!
VivaLaCoin retweeted
I've started saying "Unlimited Abundance" whenever I see a pile of trash by the road.
Unlimited Abundance
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
VivaLaCoin retweeted
wholesome search and rescue tech will also come with a payload delivery system that will bring hikers snacks that weighs exactly 3kg
Purdue University's IDEAS Lab built an autonomous drone that tracks runners through dense forests completely without GPS or cloud networks.
By running 3D LiDAR mapping and obstacle-avoidance AI entirely on-chip, it can weave under tree canopies and predict target movement through blind spots in real time.
Massive implications for next-gen search & rescue and edge AI.
VivaLaCoin retweeted
US Big Tech corporations are spending a staggering $1 trillion this year, or 3% of GDP, on AI capital expenditure (capex), largely for data centers.
China's tech companies are spending $123 billion on AI apex, which is just 0.6% of GDP.
But China's AI models perform just as well as US models -- and China's are open-source and much cheaper, and are thus becoming more popular around the world.
Keep in mind that China has 4 times the US population, but is spending 1/10th of what the US is spending on AI capex.
It is obvious that US AI capex is way, way too high, and represents extreme malinvestment. This is because the US AI sector is in an enormous bubble.
Looking at these two graphic images, I can’t help but think of the tale of “The Tortoise and The Hare” when it comes to the race between China and the US to dominate AI.
The US is still ahead, helped by its strong compute capabilities (ie access to all the chips it needs) and near-limitless access to capital. But Chinese models have been constantly tugging at their heels using a fraction of the spending.
Growing worries about the ability of today’s AI capex to generate meaningful returns might result in delays in US models that allow their Chinese peers to overtake them in the final innings of the game.
#OpenAI #Anthropic #Kimi #Qwen4 $BABA $SPCX $GOOGL $META $NVDA
VivaLaCoin retweeted
GOLDMAN:
“.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
This is especially hilarious bc some of Anthropic's largest clients are cutting their spend now that they boosted their numbers for this IPO, & they still lost >$80bil lol
ANTHROPIC FILES FOR NASDAQ IPO, REVEALS $80.7 BILLION LOSS
Anthropic has filed for a Nasdaq IPO under the proposed ticker $ANT, with Goldman Sachs and Morgan Stanley leading the offering.
First-half 2026 revenue surged to $16.3B from $1.2B a year earlier, but the company reported a staggering $80.7B net loss.
VivaLaCoin retweeted
Elon Musk has cemented his record as the largest individual political donor in modern American history, per WaPo
Musk poured $446 million of his own money into this year’s midterm elections, mostly aimed at preserving the Republican Party’s control of Congress.
Unlimited Abundance
BREAKING: Executives at an Alaska gas venture tied to a Trump family friend have left after raising concerns about hidden Russian financing, per The New York Times and Financial Times.
The company, Polar LNG, has sought US approval to buy equipment from a sanctioned Russian gas project owned largely by Novatek. One of its investors is Gentry Beach, a friend of Donald Trump Jr.
Beach also said he separately signed a deal with Novatek last fall to develop gas in Alaska.
According to the reports, Novatek allegedly concealed its financial involvement through a UAE-linked intermediary. CEO Joel Riddle, who raised concerns about the financing and possible sanctions violations, left in September, followed by other executives, who urged the administration to investigate.
Vladimir Putin reportedly discussed Alaska energy cooperation with Trump envoys Steve Witkoff and Jared Kushner during Russia–Ukraine talks. The White House says the project came up only briefly, and there’s no evidence Witkoff or Kushner knew of the alleged financing.
Polar LNG denies wrongdoing.
VivaLaCoin retweeted
BREAKING: Executives at an Alaska gas venture tied to a Trump family friend have left after raising concerns about hidden Russian financing, per The New York Times and Financial Times.
The company, Polar LNG, has sought US approval to buy equipment from a sanctioned Russian gas project owned largely by Novatek. One of its investors is Gentry Beach, a friend of Donald Trump Jr.
Beach also said he separately signed a deal with Novatek last fall to develop gas in Alaska.
According to the reports, Novatek allegedly concealed its financial involvement through a UAE-linked intermediary. CEO Joel Riddle, who raised concerns about the financing and possible sanctions violations, left in September, followed by other executives, who urged the administration to investigate.
Vladimir Putin reportedly discussed Alaska energy cooperation with Trump envoys Steve Witkoff and Jared Kushner during Russia–Ukraine talks. The White House says the project came up only briefly, and there’s no evidence Witkoff or Kushner knew of the alleged financing.
Polar LNG denies wrongdoing.
VivaLaCoin retweeted
Oh, NOW Wall Street is worried about the AI boom collapsing….well, this is a bit awkward. TS Lombard is wargaming a 30% US equity decline, $20 trillion in lost market value and a wave of tech defaults.
Time to really watch the workforce.
As companies delay or abandon data-center projects, watch their contractors, engineering firms, equipment suppliers and construction partners.
The first cuts may not come from the AI giants. They may come from the companies hired to build their ambitions - and yes, I’m already seeing a change of hiring.
If infrastructure hiring keeps deteriorating across suppliers while hyperscalers keep announcing record spending, the workforce will expose a gap between capital commitments and actual execution.
Wall Street can watch the spending announcements. I’ll watch who stops hiring.
Five days ago the credit market was pricing CoreWeave and Oracle.
Now it's pricing Meta and Nvidia.
Meta's 5-year CDS: 108 bps, a record.
Nvidia: 101, a record.
Alphabet and Amazon at all-time highs.
Even Microsoft is climbing.
AI-linked CDS trading went from under $2B a week in July to $9B+ in September. AI debt raised this year is $466B, against $101B at this point last year.
And Goldman's prime book shows hedge funds cutting tech at the fastest pace since 2016.
When the "safe" names need default insurance, it isn't a neocloud problem anymore….. it’s straight up a funding problem.
And funding problems always end up on the headcount line.
Listen for "efficiency" on the Q3 calls. H127 looks to be bad for the workforce.
The senator who got $100mil+ from a single chud donor is already going after their competition 😂
Idk what's funnier;
Blantantly begging foreigners to help us do more regime change while failing the nation & suffocating our own population in slopaganda
Or the fact that he incorrectly used "discrete" instead of "discreet"
